Investment Q&A

Q: I own ENB and PPL. PPL was purchased for stability and safety of the dividend. The position is now way down. Would you recommend selling PPL and replacing it with TRP? Or is PPL seriously mispriced at this point and better to sit tight and wait for recovery?

Q: Since the March lows DG has gone up 35% and the same comparison, DOL has gone up 20%.

Any reason for the large discrepency?

Thanks

Sheldon

Q: Could you please give your take on the survive-ability of this company?

Thanks, Alan

Q: Do you still like this ETF VA or would you suggest another one?
Thanks

Q: Do you think the theatres will survive?

Q: Do you think Shopify can hit or exceed its old high of ($786.07) on its next earning report ?(early May)
It certainly seems to be tracking Amazon, which is hitting new highs daily.

Thnx for your great service you provide the individual investors!! 👍

Dave

Q: Any ideas as to what is driving this back up? Stock has almost doubled since March 18th. I can get where TSGI is doing okay because 62% of revenues is online poker and games but I would have thought Flutter would be more comparable to GC with sports betting non existent the same as physical casinos with no action. Thx

Q: Hi, great insights lately, thanks! I'm slowly buying quality names, but pausing for now on ATD.B. Can you please counter my following doubts:
- They are relying a lot on revenue from gas stations, not only gas but mainly associated convenience stores. In the short term very few are visiting for gas, but even when things open up, people will just pay at the pump and not take the risk of going in for snacks, etc.
- Once they get past that which may be 1+ years, there is still the longer term trend away from gas stations.

This just seems to have the "Spin Master" feeling. What is the short and longer term compelling case to have them near the top of your lists? I'm supposing quality of management, valuation, hopefully recovery of business that that seen before this year?

Q: Hi group first question if you were to pick one US and one Canadian stock for capital appreciation with the least risk what would the names be bases on todays environment . 2 nd question I got stopped out of BYD (Stopped out @140) and CSU (stopped out at $1180) in the recent downturn what strategy would you use for re-entry? ( have been waiting for significant pull backs that have not materialized at this present time in the cycle please give me you thought's on strategy to reenter these names Thanks for your thoughts

Q: Please review the current environment on this ETF and would it be worth selling and moving money to higher income geared ETF. If so, what would you recommend?

Q: The loan repayment made by GUD seems to have made the market happy, is it significant?

Q: Hi,

Would you be in favour of Canadian Banks or US Banks at the moment at their current trading prices given this environment and interest rates?

Thanks,

Craig

Q: Hi 5i,

Thanks for the great work. I’m seeing a number of questions on inflation, and gold and silver exposure. In today’s economic environment where resource needs are very low, do you see opportunity to start adding positions in Teck or XME to position for the economy to come back online, and build in an inflation hedge?

Thanks in advance. Timing is such a challenge right now where being too early, is the same as being wrong.

G

Q: Gentlemen.
Own NFI in RESP (-72.5%/-15k) & SIS (-38%/-17k)
Which one to sell (for buying the other) ?
Thanks

Q: Hi group what % of my portfolio should I hold in gold and what companies would you suggest I am a low to medium risk investor Thanks

Q: Good morning folks
I bought more SQ at $39.00. I shaved a bit on the up. Raymond James downgraded it to a SELL with a future price of $41.00. What is your take on the near term ( 1 to 2 years)? If it does drop I will buy a bit more. Yes..I am putting on my "trading Hat".
Thank you for your guidance during these troublesome times. Stay safe ..

Q: I own Truist Financial (formerly BBT) and ever since it merged with Sun Trust it seems to have struggled. Now, with Covid-19, it is taking an inordinate beating. I'm wondering if taking on Sun Trust has been bad timing now because of the virus crisis. I also own BAC and they have a similar looking Balance sheet only with much bigger numbers. Can you have a look at their fundamentals to ascertain if they are healthy enough to survive this pandemic and be able to get to the other side or should I be cutting it loose.
Thanks, Carl

Q: Your views about the company at this price. Will its debt be a problem in coming months as it grows by acquisitions and its acquisition in USA?
I do not hold any position but thinking of adding it. I hold 60% portfolio in Financial (banks and insurance and railroads)
Thanks

Q: I have US cash to deploy and want to do so gradually in stages. I am already well invested in US Tech and I also have decent positions in COST and AMZN. Could you recommend some other US companies - those that have been unfairly punished by the virus that could be good long term investments. Also looking for some international exposure.
Thank you,
PD

Q: I'm hoping you can help me, as I'm struggling to determine where to deploy cash right now.

I've been following your advise to not try and time the bottom, and have been adding to positions every 2 weeks - starting initially with tech stocks that have done well for me over the past 3 years like SHOP, KXS, and CSU.

Now most of my tech stocks have bounced back to record highs, so I'm not sure what to do next.

Should I add to stocks that remain down a lot, but whose business prospects are now more challenging for the foreseeable future (ie. CAE, DOO, MG, LSPD, AW.UN)? Or should I invest in companies that are down a little, but have not performed well for me in the past, but which I continue to hold for diversification (ie. BNS, GUD, PBH, SIS, CCL.B, SJ)?

I have a 25 year time frame, with a higher risk tolerance.